Summary bought more $PLTR, $HIFS, $PAR, and $JDC.DE fully sold $SNOW to finance the above - not necessarily bearish on $SNOW but felt much more confident in the other names,... [Read More]

Teams operate best when they’re focused. Not just on a shared mission, but on the steps needed to get there. If your team is striving to build effectively at scale... [Read More]

bought more $HIFS and $PAR - hopefully those moves are greeted by yawns added Lumine Group $LMGIF via dividend from Constellation - not sure if I want to add any... [Read More]

Like all purely rational engineers with 4 kids and no spare time, I prefer to write my own utilities to automate recurring mundane tasks rather than pay a pittance to... [Read More]

2022 was my first full year of giving serious effort to investing in equities. I enjoyed reading up on interesting companies and markets to see how they operate and which... [Read More]

A Pooka is a mythological creature (popular in Irish and Germanic culture) that takes on many forms. It can be a spirit of mischief, other times a creature of good... [Read More]

I was recently listening to the 2022Q3 earnings call from $PAR and their CEO Savneet Singh provided such a beautifully succinct explanation of how to think about capital allocation. Here’s... [Read More]

As a software executive and engineer, it was fascinating to hear Elon’s chat with the Twitter team about the tech stack: [Read More]